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  "documentTitle": "2025 Bond Cap Artificial Intelligence AI 2025",
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  "notes": "The chart shows a hockey-stick growth trajectory for Zoom AI Companion accounts.",
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      "text": "Growth in monthly active users of Zoom AI Companion accelerated to 68% quarter over quarter, demonstrating the real value AI is providing customers.",
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      "text": "Growth in monthly active users of Zoom AI Companion accelerated to 68% quarter over quarter, demonstrating the real value AI is providing customers. Zoom AI Companion has emerged as a driving force behind our transformation into an AI-first company... ...As part of AI Companion 2.0, we added advanced agentic capabilities, including memory, reasoning, orchestration, and seamless integration with Microsoft and Google services.",
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      "text": "- Zoom Founder & CEO Eric Yuan, 2/25",
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      "text": "Zoom AI Companion has emerged as a driving force behind our transformation into an AI-first company... As part of AI Companion 2.0, we added advanced agentic capabilities, including memory, reasoning, orchestration, and seamless integration with Microsoft and Google services. - Zoom Founder & CEO Eric Yuan, 2/25",
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      "text": "Note: AI Companion MAUs are estimates based on company disclosures. As of 7/30/24, Zoom disclosed they had 1.2MM accounts with AI Companion activated. In Q3 2024, they disclosed 59% Q/Q growth in active accounts; in Q4 2024, they disclosed further 68% Q/Q growth. We assume zero users in the launch month. Source: Zoom announcements (9/23, 10/23, 2/24, 5/24, 7/24, 9/24, 12/24)",
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      "text": "Enterprise SaaS Incumbent AI Rollouts = Zoom AI Companion – 9/23",
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      "text": "Zoom AI Companion – 9/23-12/24, per Zoom",
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